Waddell & Associates, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $927 Million distributed in 243 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P Midcap 400 ETF Trust with a value of $81.3M, Global X Fds Us Infrastructure with a value of $79.6M, Wisdomtree Tr Us Quality Divid with a value of $79.2M, Schwab Fundamental U S Small C with a value of $77.1M, and Global X Fds Adaptive U S Fact with a value of $65.1M.
Examining the 13F form we can see an increase of $182M in the current position value, from $745M to 927M.
Below you can find more details about Waddell & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$927 Million
ETFs: $780 Million
Technology: $38.5 Million
Financial Services: $30.6 Million
Industrials: $17.3 Million
Consumer Cyclical: $14.9 Million
Healthcare: $13.6 Million
Consumer Defensive: $10.9 Million
Communication Services: $10.4 Million
Other: $11.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
